Pavilion Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Clients Ongoing Comprehensive Financial Planning consists of an initial, one-time setup fee based upon our hourly rate of $400.”

Monthly fee

$450⁠-⁠$800/mo

“Ongoing Comprehensive Financial Planning Services For our Ongoing Financial Planning Services, we charge a recurring fee billed monthly in arrears, generally ranging from $450 to $800 per month, based on the complexity of the client’s financial circumstances and planning needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pavilion Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable in certain circumstances.”
• “These invoices will be delivered to the client concurrent with the request for payment or payment of the advisory fees.”
• “Clients are encouraged to review the invoice carefully and compare it to the fees reflected on their custodial account statements.”

How Pavilion Financial Planning’s fees compare

• Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 5 of the 6 other planners in Allentown that publish an hourly rate charge less.

About Pavilion Financial Planning

• Principal: Jessica Goedtel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

17

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$4,313,430

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315349

Website

instagram.com/pavilionfinancialplanning (opens in new tab)

Phone

(610) 465-1120

Can advise clients in 5 states: California, Illinois, New York, Pennsylvania, Washington

Other planners in Allentown that publish fees

• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• Clearstream Planning, LLCAllentown$300/hr, $300⁠-⁠$20,000
• Englebert Financial Advisers, LLCAllentown$250/hr, $2,000⁠-⁠$75,000
• Erickson Financial Group, LLCAllentown$300/hr
• Liberty Asset ManagementAllentown$150⁠-⁠$300/hr, $300⁠-⁠$3,000
• Northeast Financial Group, Inc.Allentown$1,000/hr, $500⁠-⁠$20,000

Compare all 13 planners in Allentown